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Until the carriers come out with reasonable deals, the iPhone is going to have very slow adoption in most of these emerging countries. I think Apple may solve the problem in one of two ways, perhaps both. 1) introduce an iPhone light, very low cost with a subset of features of the current iPhone. And 2) perhaps Apple will start their own telecomm network that will offer reasonable entry for those that can't afford to fork over a 10th of their yearly salary.
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Analysts have understood from the beginning that any sale of an iPhone is gravy. The computer tie-in is why the iPhone is exciting...
iPhone doesn't need 3G to be a hit - it's the OS stupid. iPhone is a hit because of what it does and is - not how fast it is.
You are getting carried away with your ability to publicly sway a ship of dumbed down fool traders who don't understand the first thing about what it means to - invest. Investors don't expect day to day profits and thanks to hefty cash reserves Apple will beat the speculators silly when hey realize it's real worth.
They are much more apt to buy a cheap Apple computer than an iPhone that may or may not work on India's dismal infrastructure, where they still have to boil water for drinking, and can only expect gas and electricity for part of the day.
Zack, as I send before remain true to your blog and pay no attention to the critics that have nothing better to do then rank for their loses.
Now with that all said.
Fucking Russia and Georgia are starting market turmoil. For a while I thought that it was just the stupid americans (me) that were the culprits. But now in this "WORLD" economy and with all the speculators, anyone FARTS and the market gets FUCKED! And with oil still the bubble things are getting way out of hand.
Funny thing I hear all this bad economic news yet I see folks out driving, at the malls spending money. At the movie, resturuants, etc... Yet the the talking heads speak the contrary.
But I see down the road that speculations and speculators are going to get their just do. I think a act of congress is going to set rules and guidelines that are going to stifle this crap. And they are going to have to act on this. Think of it like this, "INDYMAC," the bank.
Till then this crazy rollercoaster is not going to end.
Keep up the faith and don't take these clowns serious.
re: 20 countries - The iphone Global Market Widened Yesterday
The belief that the NEW third world markets mentioned by you as "no big deal" seems very Americacentric (knowledge of the markets and abilities in these areas is often not well understood by most western interests). The appetite for Apple products and iphone (even without 3G network) in particular might seem marginal in some of these locals; however, there seems by virtue of the extraordinary population numbers and the commonplace worldwide trade in electronic devices (cell phone appetite in particular) a surprising sales potential even in the near term. I may be a victim of my own enthusiasm for strong emerging economies in my expressed belief (forgive me) but the surprises of the last 6 months in global markets (scale of all kinds) leave me with some doubts about the "no big deal" assertion as accurate while taking for granted the remarkable global business appetite often lost in the so called "first world".
regards, somelatitude